WU icon

Western Union

430 hedge funds and large institutions have $4.35B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 171 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-28
Holders Change %
-6.11%
% of All Funds
6.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
141
Reduced
171
Closed
65
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
301
Principle Wealth Partners
Connecticut
$178K -$27.8K -2,110 -13%
IA
302
IFP Advisors
Florida
$177K -$13.6K -1,031 -7%
MIS
303
Morningstar Investment Services
Illinois
$177K -$1.44K -107 -0.8%
C
304
Covestor
United Kingdom
$177K -$725 -55 -0.4%
DI
305
Diligent Investors
California
$174K -$18.5K -1,400 -10%
FP
306
Foundry Partners
Minnesota
$172K +$172K +13,050 New
TWC
307
TD Waterhouse Canada
Ontario, Canada
$168K -$2.63K -200 -2%
STA
308
Summit Trail Advisors
New York
$168K +$168K +12,718 New
CCM
309
Coldstream Capital Management
Washington
$165K +$165K +12,556 New
VI
310
Versor Investments
New York
$164K -$376K -28,521 -70%
YIH
311
Y-Intercept (HK)
Hong Kong
$162K -$568K -43,109 -78%
EH
312
Equitable Holdings
New York
$155K -$356 -27 -0.2%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$153K
BC
314
Bartlett & Co
Ohio
$153K
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$153K +$57.1K +4,324 +60%
JPMPWA
316
J.P. Morgan Private Wealth Advisors
California
$153K -$73.6K -5,588 -33%
MG
317
Mather Group
Illinois
$150K +$150K +11,396 New
CGA
318
Crescent Grove Advisors
Illinois
$150K
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$149K
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$149K -$503K -38,179 -77%
ASN
321
Advisory Services Network
Georgia
$148K +$10.2K +776 +7%
PTC
322
Philadelphia Trust Company
Pennsylvania
$148K
DWT
323
Dorsey & Whitney Trust
South Dakota
$145K
DADC
324
D.A. Davidson & Co
Montana
$145K -$356 -27 -0.2%
M&T Bank
325
M&T Bank
New York
$144K -$19.3K -1,463 -12%